Welcome to Financial Architects
Our goal at Financial Architects is to help you design, organize and implement your quest for financial success.
Whether you’re an individual or a business we will dedicate the time necessary to evaluate your individual needs and circumstances that will help shape that quest.
Our Strategy: Planning
At Financial Architects, we will work together with your tax and legal advisors for a cohesive and unified approach to your financial and estate plan.
At Financial Architects we know that financial planning is not "one-size-fits all": A successful plan takes into account your specific goals and objectives. Whether your goal is to put your children through college, open a second location for your business, or maybe to retire at age 50, we will spend the time to address your long and short term needs and wants.
A successful plan also takes into account change. Because life and finances are often unpredictable, your financial plan must be able to evolve. The birth of a grandchild, a big promotion at work, or even a death in the family can all be situations in which your plan must be dynamic. We will meet with you as often (at least annually) as you'd like to review your portfolio, insurance and objectives. Just call us to make an appointment!
At Financial Architects, we are committed to helping individuals and businesses build financial futures that meet their personal and professional goals. Some large financial advising firms have proprietary products and services that benefit their bottom line more than yours. As independent planners with an independent broker-dealer (KMS), we are able to offer a wide range of products and services that truly serve our clients' needs. Which is part of the reason why Financial Architects has been serving Tucson for over 40 years.
Whatever your goals, we can
help you get there
Please contact us to schedule a complimentary consultation.
Due to various international, federal and state investment regulations and registration requirements concerning the dissemination of information on investments and advisory services, access to this site is limited to those individuals residing in states where we are licensed. Financial Architects Advisory, L.L.C. is not a Registered Investment Advisory firm; however key individuals at Financial Architects Advisory, L.L.C. are Registered Representatives and/or Investment Advisor Representatives of KMS Financial Services, Inc., a SEC Registered Investment Advisor and FINRA member securities licensed in all 50 states. Securities offerings and investment advisory services are limited to individuals residing in states in which both KMS and the representative are licensed.